This is a tree view of [[Categories]] and [[Tasks]]. To open a Task, just double click on it.

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The [[Task Explorer]] is a tree view of [[Categories]] and [[Tasks]]. To open a Task, just double click on it.

=== Task Elements Toolbox ===

=== Task Elements Toolbox ===

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=== Resources Explorer ===

=== Resources Explorer ===

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This is a tree view of [[Categories]] and [[Resources]].

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The [[Resources Explorer]] is a tree view intended for displaying and managing [[Categories]] and [[Resources]].

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=== Task Canvas ===

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=== Task Designer Canvas ===

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This is the region of the screen where users build Tasks by dragging items from the Task Elements Toolbox and linking them together.

See also: [[Task Designer]]

See also: [[Task Designer]]

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=== Menu and Toolbar ===

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See: [[Menu Options]], [[Toolbar Items]]

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=== Presence Text Areas ===

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These are special input fields with more features than a normal text input. They appear in lots of places in the administration client. See the section on [[Presence Text Area|Presence Text Areas]].

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=== Keyboard Shortcuts ===

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'''Ctrl+Space''' Context Helper / Text Suggestion. Can be use on most text input fields and provides instant access to the Presence Context (fields/variables), Presence functions, and context-specific items such as SQL code, HTML code etc.

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'''Ctrl+E''' Show Text Editor. Can be used on most text input and view fields it provides a more powerful text editor with built-in find and replace capabilities, load text from files, save text to file, copy/cut/paste keys, direct access to functions, templates and the context.

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'''Ctrl+M''' Show Character Map. Can be used on most text input fields. Provides a full list of special characters that are not usually available from a standard QWERTY keyboard - eg copyright, registered trademark, 1/2, 1/4, 3/4, line feed etc.

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'''Ctrl+P''' Preview in Browser. Can be invoked on most text input or view field containing HTML code. Provides a quick preview of any HTML code you are producing so you can verify it will look as intended. Dynamic data (fields/variables) can be manually entered to simulate the actual data that will be generated by your task.

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'''Ctrl+F''' Text Search.

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'''Ctrl+S''' Save current task.

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'''Ctrl+Shift+S''' Save all open tasks

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'''Ctrl+F4''' Closes current task

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'''Ctrl+Shift+F4''' Closes all open tasks

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'''Alt+<Enter>''' Closes and saves an open dialog window - Presses the Okay or Finish button.

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'''Alt+C''' Closes an open dialog - Presses the Close Button

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'''Ctrl-T'''' Opens the Task Statistics Screen.

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'''Ctrl-Q''' Takes you to the Live Task Queue screen as long as you have administrative privileges. Disabled for users and managers. See [[Presence User Management]]

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'''Ctrl+<minus>''' Zoom out view of the Task schematic

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'''Ctrl+<plus>''' Zoom in view of the Task schematic

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'''Ctrl+C''' Copy, Works in the Task Schematic and most text input fields. Copies selected Task Elements, Connectors, or text items.

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'''Ctrl+V''' Paste Works in the Task Schematic and most text input and view fields. Pastes a copy of selected Task Elements, Connectors, or text items.

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'''Alt+<up-arrow>''' Brings the selected node forwards or up a layer. Used mainly when laying out decorative Background Rectangles.

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'''Alt+<down-arrow>''' Sends the selected node backwards or down a layer. Used mainly when laying out decorative Background Rectangles.

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'''<minus>''' Decreases the order of priority of a branch where multiple connections have been made from a task element.

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'''<plus>''' Increases the order of priority of a branch where multiple connections have been made from a task element.

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'''Alt+<enter>''' Works in the Function Tester dialog. Shortcut key for the Parse button when working with the Function Test pad.

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'''Shift+<left mouse click>''' Select multiple Task Elements In the Task Schematic. Hold down Shift and click additional Task Elements in the Schematic window to select multiple elements for moving or deleting or copying.

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'''Ctrl+<mouse drag>''' In the Task Schematic hold down Ctrl then click and drag any Task Element in the Schematic window to create a copy of the Task Element.

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'''Ctrl+<delete>''' When multiple Task Elements are selected along with their connector lines from within the Task Schematic, holding down Ctrl then clicking delete will remove the connector lines and not the task elements themselves.

Menu and Toolbar

Presence Text Areas

These are special input fields with more features than a normal text input. They appear in lots of places in the administration client. See the section on Presence Text Areas.

Keyboard Shortcuts

Ctrl+Space Context Helper / Text Suggestion. Can be use on most text input fields and provides instant access to the Presence Context (fields/variables), Presence functions, and context-specific items such as SQL code, HTML code etc.

Ctrl+E Show Text Editor. Can be used on most text input and view fields it provides a more powerful text editor with built-in find and replace capabilities, load text from files, save text to file, copy/cut/paste keys, direct access to functions, templates and the context.

Ctrl+M Show Character Map. Can be used on most text input fields. Provides a full list of special characters that are not usually available from a standard QWERTY keyboard - eg copyright, registered trademark, 1/2, 1/4, 3/4, line feed etc.

Ctrl+P Preview in Browser. Can be invoked on most text input or view field containing HTML code. Provides a quick preview of any HTML code you are producing so you can verify it will look as intended. Dynamic data (fields/variables) can be manually entered to simulate the actual data that will be generated by your task.

Ctrl+F Text Search.

Ctrl+S Save current task.

Ctrl+Shift+S Save all open tasks

Ctrl+F4 Closes current task

Ctrl+Shift+F4 Closes all open tasks

Alt+<Enter> Closes and saves an open dialog window - Presses the Okay or Finish button.

Alt+C Closes an open dialog - Presses the Close Button

Ctrl-T' Opens the Task Statistics Screen.

Ctrl-Q Takes you to the Live Task Queue screen as long as you have administrative privileges. Disabled for users and managers. See Presence User Management

Ctrl+<minus> Zoom out view of the Task schematic

Ctrl+<plus> Zoom in view of the Task schematic

Ctrl+C Copy, Works in the Task Schematic and most text input fields. Copies selected Task Elements, Connectors, or text items.

Ctrl+V Paste Works in the Task Schematic and most text input and view fields. Pastes a copy of selected Task Elements, Connectors, or text items.

Alt+<up-arrow> Brings the selected node forwards or up a layer. Used mainly when laying out decorative Background Rectangles.

Alt+<down-arrow> Sends the selected node backwards or down a layer. Used mainly when laying out decorative Background Rectangles.

<minus> Decreases the order of priority of a branch where multiple connections have been made from a task element.

<plus> Increases the order of priority of a branch where multiple connections have been made from a task element.

Alt+<enter> Works in the Function Tester dialog. Shortcut key for the Parse button when working with the Function Test pad.

Shift+<left mouse click> Select multiple Task Elements In the Task Schematic. Hold down Shift and click additional Task Elements in the Schematic window to select multiple elements for moving or deleting or copying.

Ctrl+<mouse drag> In the Task Schematic hold down Ctrl then click and drag any Task Element in the Schematic window to create a copy of the Task Element.

Ctrl+<delete> When multiple Task Elements are selected along with their connector lines from within the Task Schematic, holding down Ctrl then clicking delete will remove the connector lines and not the task elements themselves.